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<h1>Terminology</h1>
<P>This section is intended to give you a brief introduction to the
basic concepts and terminology you will need to understand in order
to make sense to the rest of the documentation.
</P>

<ul class="toc">
	<li><a href="#wallet">Wallet</a></li>
	<li><a href="#accounts">Accounts</a></li>
	<li><a href="#transactions">Transactions</a></li>
	<li><a href="#archives">Archives</a></li>
	<li><a href="#payees">Payees</a></li>
	<li><a href="#categories">Categories</a></li>
	<li><a href="#tags">Tags</a></li>
	<li><a href="#budget">Budget</a></li>
</ul>


<h2><A NAME="wallet"></A>:: Wallet</h2>
<P>HomeBank wallet is the 1st level of the data hierarchy. A wallet
is equivalent to a HomeBank file (.xhb).<BR>Managing the few wallet
properties is done in the <A HREF="04wall.html">Wallet dialog</A>.
</P>
<h2><A NAME="accounts"></A>:: Accounts</h2>
<P>HomeBank accounts is the 2nd level of the data's. A account is a
division of the wallet, which will each contain your financial
transactions.<BR>Managing the accounts is done in the <A HREF="04acco.html">Accounts
dialog</A>.
</P>
<h2><A NAME="transactions"></A>:: Transactions</h2>
<P>HomeBank transactions is the terminal level of data's. A
transaction is a financial transaction, attached to its own account.
</P>
<P>In addition to the usual data's you can find in most accounting
application, HomeBank offers the following:
</P>
<UL>
	<LI> tags: like in the web, you can
	assign some tags to a transaction

	<LI> payment: small image showing the
	payment mode

	<LI> info: miscellaneous data's for
	payment, like date, cheque number and so on

	<LI> remind state: to keep track of
	debt

	<LI> car-cost data's: description field can contain data's for
	your car refuels

</UL>
<P>Managing transactions is done in the <A HREF="03main.html">main
window</A> or the <A HREF="03account.html">account window</A>.
</P>
<h2><A NAME="archives"></A>:: Archives</h2>
<P>Archives is a kind of transaction bookmark, with an optional
automated insertion.<BR>Typically such transactions are the one's
occurring very often, for example: <I>Wage, Rent, Phone, Taxes,
etc</I>...
</P>
<P>Managing archives is done in the <A HREF="04arch.html">Archive
dialog</A>. If automated insertion is enable, transactions
occurrences will be created when you open the wallet, or by manually
selecting the main window-menu: Transaction / Check automated.
</P>
<P>Archives can also be created from existing transactions from the
<A HREF="03account.html">Account window</A>.<BR>Every archive is
available as a bookmark for fill purpose in the <A HREF="04tran.html">Transaction
dialog</A>.
</P>
<h2><A NAME="payees"></A>:: Payees</h2>
<P>A payee can optionally be set for each transaction to later
perform sorting, filtering and analysis. The payee identify people
you give money to, as like as those you receive money from.<BR>Managing
payees is done on the <A HREF="04paye.html">Payee dialog</A>. Payees
are global to the wallet and are shared between all the accounts.
</P>
<h2><A NAME="categories"></A>:: Categories</h2>
<P>A category can optionally set for each transaction to later
perform sorting, filtering and analysis. The categories is another
classification model of your financial transactions.<BR>Managing
categories is done on the <A HREF="04cate.html">Categories dialog</A>.
Categories are global to the wallet and are shared between all the
accounts.
</P>
<P>Please also note well that categories and subcategories are the
same from a HomeBank point of view, the subcategories are only to
create a hierarchy in category tree. This is especially important for
the <A HREF="04bud1.html">budget dialog</A>
</P>
<h2><A NAME="tags"></A>:: Tags</h2>
<P>Some tags can optionally be set for each transaction to later
perform sorting, and analysis. The tags are most common to those yo
can find in the web, so it is words separated by space.
</P>
<h2><A NAME="budget"></A>:: Budget</h2>
<P>The budget is axed toward a report point of view. You will set up
some limits to each categories for later compare the decay between
these limits and the reality of the expense/income of each
categories.
</P>
<P>Managing the budget is done in the <A HREF="04bud1.html">Budget
dialog</A>. The budget is global to the wallet,so if you need to
manage a different budget each year, you can use csv import/export
capabilities.
</P>
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